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Yusudan Ren, CFA, CFP, CLU, Pl. Fin.

Investment Committee, Standing Member

Yusudan Ren is a recognized leader and trusted voice in the financial services industry, with over a decade of experience spanning wealth management, insurance, and strategic business development. He has been consistently recognized for his excellence, including being ranked the #1 wholesaler in the Canadian life insurance industry, and brings multiple advanced professional designations to his work, blending technical precision with a deep understanding of family dynamics.

He is known for bridging the gap between advisors, clients, and institutions, designing structures and strategies that bring clarity and cohesion to even the most sophisticated wealth plans. His work seamlessly integrates the analytical rigor of institutional planning with the human side of family wealth.

Beyond his professional work, Yusudan is deeply committed to education and community impact. He served as faculty for FP Canada’s CFP Professional Education Program, preparing the next generation of financial planners, and served as a national competition judge for Enactus Canada, fostering entrepreneurship and economic empowerment.